Tesla loses Model Y program manager in second blow in single day - Teslarati
1. $2 trillion market cap + Deliver 20 million Tesla vehicles cumulatively 2. $2.5 trillion market cap + Reach 10 million active Full Self-Driving (FSD) subscriptions 3. $3 trillion market cap + Deliver 1 million Optimus humanoid robots 4.
Key takeaways
Elon Musk says Tesla’s humanoid robot, Optimus, is now moving from prototype to mass production and will become a cornerstone of the company’s future. At the 2025 shareholder meeting he announced that the first production line will be built at the Fremont plant, targeting roughly one million units per year, with the potential to scale to ten million annually at Gigafactory Texas and even a speculative 100‑million‑unit line on Mars. Musk linked the robot to a “sustainable abundance” vision, claiming Optimus could be “the biggest product of all time,” dramatically boost productivity, eliminate poverty and enable a form of universal basic income. He also tied the robot to his new performance‑award compensation plan, which requires Tesla to deliver one million Optimus units to unlock a valuation tranche. The rollout is positioned alongside other AI‑driven initiatives such as robotaxis and the upcoming Cybercab, underscoring Musk’s belief that humanoid robots will reshape the global economy.
- $2 trillion market cap + Deliver 20 million Tesla vehicles cumulatively
- $2.5 trillion market cap + Reach 10 million active Full Self-Driving (FSD) subscriptions
- $3 trillion market cap + Deliver 1 million Optimus humanoid robots
- $3.5 trillion market cap + Operate 1 million Robotaxis commercially
- $4 trillion market cap + Hit $50 billion in adjusted EBITDA (earnings before interest, taxes, etc.)
- $4.5 trillion market cap + Hit $80 billion in adjusted EBITDA The twelve tranches include growth goals related to vehicle deliveries, the Optimus humanoid robot project, and Tesla’s valuation. If Musk is able to achieve each tranche, he would help Tesla achieve an over $8 trillion market cap.
The 12 tranches include: more obvious in the next phases of physical AI/ autonomy for Tesla in the year ahead.”
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